- Knowledge Base
- FAQs
- Insurance Certificate Management FAQs
How do I send expiration notices?
To set automatic notifications, go to:- Admin.
- Select Settings.
- Select Insurance Certificate Management Settings.
- Select Send Expiration Reminder for Vendor or For Producer.
- Set the number of days prior to expiration.
- Optionally, enter an Agency message to be included in the notice.
- Select Submit.